THOMPSON WEALTH ADVISORS - Key Persons

Laura Thompson has worked with Scott since 1998. She graduated from the University of North Carolina at Chapel Hill with a Bachelor of Science in Business Administration and the University of North Carolina at Charlotte with a Bachelor of Science in Accounting. Laura began her career as an accountant with a large public accounting firm in Charlotte, NC. In 1993, she became a Certified Public Accountant and landed the job of Finance Officer for the Mooresville Graded School District. She is also a Certified Specialist in Estate Planning. Laura credits her attention to detail and concern for fiscal responsibility to the invaluable work experience she has received. Laura shares her husband's passion for providing clients with exceptional service. Scott & Laura have been working together with individuals and businesses in the area for over 15 years.

I grew up watching my grandfather go door-to-door selling his patented cleaning solution. His solution could clean anything, floors, cabinets, carpet, your car, it could even remove stains from your clothes . The cleaner was even environmentally friendly (long before this was a buzz word). To prove it was not harmful my grandfather would even clean his teeth with it. He worked 24/7 his entire life making and selling his cleaning solution. Then the unexpected happened, he was hit and killed by a car while crossing the street. It was devastating to the entire family until the squabbling began. You see my grandfather failed to implement a plan for his business and his patent in the event of his demise. He had no succession plan. The children started arguing over who would run the business… even though none of them had ever worked for the company. In short order the business lost its best commercial accounts to competitors and the business failed. The family was able to sell the patent but for a penance of what the company was actually worth just a year before.